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Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Behavioral Finance
Looking Past the Headlines
We are experiencing a new peak in the rhetoric around trade, geo-politics, the economy and the business cycle. We have also seen increased market volatility.
Advisor Value & Fees
Why work with a financial advisor?
This piece is approved to use with clients.
Advisors can assist you in a full 360-degree spectrum of wealth planning, from investments, to managing your portfolio through different life changes, to retirement and estate planning, as well as guidance on potential tax implications of your investments—in order to help you work toward your financial goals.
Advisor Value & Fees
2019 Value of an Advisor Study
In our competitive industry many advisors are challenged with articulating their value proposition which leads to lower client satisfaction and retention. Clients are often evaluating their advisors based simply on investment returns. This study will examine the value clients receive from a relationship with an advisor.
Advisor Value & Fees
Five key ways advisors deliver value in 2019
We believe advisors have never been more valuable. For the past five years, we’ve created an annual report that holistically analyzes the real value advisors deliver to their investor clients in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns.
Goals/Needs-Based Investing
Behavioral Advisor: The Power of Planning
This piece is approved to use with clients.
Planning is a powerful tool to help investors succeed and achieve better outcomes. The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50.
Behavioral Finance
Behavioral Advisor: Why Invest Now? A Tale of Three Investors
This piece is approved to use with clients.
“Now’s not a good time to invest,” or “I’m waiting for the right conditions” are familiar refrains we hear from investors and advisors alike. Fortunately for long-term investors who don’t take regular withdrawals from their portfolios, the sequence of returns doesn’t affect the ultimate investment outcome.
Behavioral Finance
Behavioral Advisor: Does the Economy Predict Stock Returns?
Investors, economists and the media spend an enormous amount of time and energy trying to forecast the economy. The idea is that forecasting economic growth will give us an idea of where the stock market is headed. Surprisingly, no predictive relationship exists between current economic conditions and the current stock market.
Portfolio Construction Insights
Do your client portfolios carry hidden baggage?
How many of your client portfolios are built on yesterday’s thinking? Our tips for an upgrade.